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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1226
Trevian Wealth Management
Massachusetts
$1.38M – – –
RW
1227
RVW Wealth
California
$1.37M +$38.6K +168 +3%
CPA
1228
Clear Point Advisors
New York
$1.37M +$1.33M +5,792 New
OCM
1229
Objective Capital Management
Ohio
$1.37M +$459 +2 +0%
AWP
1230
Abacus Wealth Partners
California
$1.37M – – –
TPW
1231
Turn8 Private Wealth
$1.37M -$447K -1,947 -25%
PMG
1232
Private Management Group
California
$1.37M -$11.5K -50 -0.9%
EFA
1233
Evernest Financial Advisors
Indiana
$1.37M +$3.67K +16 +0.3%
FFO
1234
Fiduciary Family Office
Florida
$1.36M – – –
LRIA
1235
Leonard Rickey Investment Advisors
Washington
$1.36M +$1.15K +5 +0.1%
FFM
1236
Forum Financial Management
Illinois
$1.35M -$196K -855 -13%
CA
1237
Calton & Associates
Florida
$1.34M +$13.1K +57 +1%
FG
1238
Fiduciary Group
Georgia
$1.34M -$5.05K -22 -0.4%
GCM
1239
Gallacher Capital Management
Colorado
$1.34M +$689 +3 +0.1%
WIP
1240
WealthCare Investment Partners
Rhode Island
$1.33M +$8.5K +37 +0.7%
BWM
1241
BCS Wealth Management
Tennessee
$1.33M +$523K +2,277 +68%
WC
1242
Wolfstich Capital
Massachusetts
$1.33M – – –
RCG
1243
Ridge Creek Global
Ohio
$1.33M -$45.9K -200 -3%
BPAMU
1244
BTG Pactual Asset Management US
New York
$1.33M -$77.6K -338 -6%
LWM
1245
Luminvest Wealth Management
Arizona
$1.32M -$50.1K -218 -4%
EFL
1246
ERn Financial LLC
Wisconsin
$1.32M -$11.5K -50 -0.9%
OWA
1247
OakTrust Wealth Advisors
Connecticut
$1.32M – – –
CFFP
1248
Center for Financial Planning
Michigan
$1.31M +$120K +522 +10%
ML
1249
McAdam LLC
Pennsylvania
$1.31M -$126K -547 -9%
ARA
1250
Approach Retirement Advisors
Alabama
$1.31M -$13.5K -59 -1%
48 49
50
51 52